+194.3%
CDE vs TEAM
-52.7%
+246.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.2% | -3.3% |
| 7D | -6.1% | -7.8% | +1.7% | -4.8% |
| 30D | +9.5% | +16.5% | -7.1% | +6.6% |
| 3M | +32.0% | +96.2% | -64.2% | +17.0% |
| 6M | -12.8% | +130.2% | -143.0% | -26.1% |
| YTD | +14.2% | +10.7% | +3.5% | +11.3% |
| 1Y | +36.3% | +3.0% | +33.3% | +34.0% |
| 3Y | +821.4% | -13.1% | +834.5% | +807.8% |
| 5Y | +194.3% | -52.7% | +247.0% | +209.8% |
| All | +194.3% | -52.7% | +246.9% | +209.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TEAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling